Whether you're a trust and estates professional (Attorney, CPA) seeking to monetize your practice, an RIA looking to protect your relationship with clients, or an individual trustee needing protection and support, find out how we can help...
Contact us at our local Denver office.
Family Advisor Services
Family Advisor Services is a Trust Representative Office of BOK Financial, a federally chartered financial institution with over $50 billion in assets under management/in custody. Because of our relationship with BOK Financial, we are able to provide trust solutions for clients whose financial, family, or business needs require the services of a professional fiduciary on a local level. More >>
Agent For Trustee
By appointing us to act as an agent for the individual appointed as trustee, that person retains fiduciary responsibility as trustee, while Family Advisor Services provides asset custody, trust-style statements, and trust officer support. More >>
Professional Trust Service
Combining face-to-face meetings with Family Advisor Services representatives and the scope of a federally-chartered trust company provides peace-of-mind to clients. More >>
Denver Office: 303.928.2344 | Fax: 303.860.7855
5105 DTC Parkway, Suite 450, Greenwood Village, CO 80111